Ideas & Feature Requests

  1. Alphabetical Order of Types, Custom Types and Tags

    Hello there, currently, tags , types and custom types are not reflecting in alphabetical order, which makes it very hard to select everything you need to select. Please can you configure the system to show these tags alphabetically?

    1 vote
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multiple Contact Persons for Contracts

    Sometimes a contract will have multiple points of contact. For example, it may have a Technical POC, a Contract Notice POC and a Project Manager POC. I would like the ability to add multiple contact persons for a contract and identify their purpose.

    1 vote
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    planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integration with Hubspot

    Integration with Hubspot to connect documents from won deals in Hubspot to Contractzen

    4 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Pick up a new contract from CRM

    We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”

    We use Pipedrive and are moving to Hubspot - both have excellent api’s.

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Slack integration for workflow

    I'd like to see Slack integration for workflow. We'd have a Slack board for new contracts and:
    1) When a new contract is entered into ContractZen, a new Slack message in the Slack board and a link to this contract and a small contract summary is put into Slack
    2) When a contract moves from draft to signed, this also results in a change in Slack

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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